Paragon Wealth Strategies’s Boeing BA Stock Holding History

Paragon Wealth Strategies’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-67	Closed	-$12.8K	–	54
2022 Q4	$12.8K	Hold	67	–	–	0.02%	127
2022 Q3	$8K	Buy	+67	New	+$10.3K	0.01%	113
2021 Q3	–	Sell	-102	Closed	-$24K	–	66
2021 Q2	$24K	Buy	+102	New	+$24.7K	0.01%	121

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paragon Wealth Strategies's BA Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Boeing (BA) in Q1 2023, closing a stake of 67 shares — an estimated $12.8K sold.

Paragon Wealth Strategies first reported a position in BA in Q2 2021 and held it in 3 quarters. The position peaked at $24K in Q2 2021. 2,190 funds tracked by Wall St. Rank hold BA as of Q1 2023.

Paragon Wealth Strategies reported no remaining Boeing position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 67 Boeing shares in Q1 2023, an estimated $12.8K.
Paragon Wealth Strategies first reported a position in Boeing in Q2 2021 and held it in 3 quarters.
Paragon Wealth Strategies's Boeing position peaked at $24K in Q2 2021.
2,190 funds tracked by Wall St. Rank held Boeing as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.